This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration. Need a new registration confirmation email? Click here
Nov. 20, 2012 /PRNewswire/ -- Sullivan, Bruyette, Speros & Blayney (SBSB) was awarded the prestigious
Charles Schwab & Co., Inc. 2012 Trailblazer IMPACT Award
TM. The Trailblazer Award is one of three IMPACT Awards given annually to celebrate excellence in the independent investment advisory community. The Trailblazer Award specifically recognizes a firm that has advanced the industry through visionary leadership, operational excellence and innovative use of technology.
"We are proud to be recognized as a leader in our industry," said
Greg Sullivan, President and CEO of SBSB. "This acknowledgement is a tribute to our firm's continued commitment to our clients, community and industry."
SBSB was founded in 1991, and the firm has since grown to over 35 employees entrusted with more than
$2 billion in assets under management. The growth of SBSB is attributable to a team of advisors that believes in the fee-only, comprehensive and personalized approach to financial planning. These advisors have proven their commitment to the industry by serving in leadership positions with the Financial Planning Association (FPA), NexGen and the CFP Council on Examinations.
SBSB continues to advance the industry by seeking out and sharing best practices and ideas across the community of Registered Investment Advisors (RIAs).
Greg Sullivan is a founding member of two exclusive networks of wealth management professionals committed to building leading-edge firms through the exchange of information regarding business strategy, practices and technology.
SBSB has developed a unique, team-centric approach to servicing clients. This provides clients with a team of advisors that can assist them and allows advisors to become more specialized in specific areas of financial planning, tax planning and portfolio management. This structure also provides young planners a fantastic learning environment, a solid career path and the ability to work side-by-side with more experienced advisors. To help ensure all professionals are successful, SBSB has a mentoring program that allows employees to meet with a senior advisor to discuss career advancement and work-related topics.